Dec 18, 2015
Heidi Cuppari is meta-leader in sustainable financing, impact investing and women's leadership realms. Prior to founding Anastasia Impact, Heidi was a licensed Financial Advisor with UBS Financial Services in the Leonard Social and Sustainable Investment Group, assisting clients in choosing the right social impact investments for them.
Through Anastasia Impact, Heidi now takes that a step further by first helping clients identify their soul purpose and then guiding them in aligning their asset allocations with their soul purpose. In particular she works with women and millennials, as well as their family members.
During this episode, Heidi expands on our last conversation (see episode 039: Part 1) in describing how she assists clients in aligning their money and their soul purpose through specific investment options while working alongside their existing financial advisor.
Heidi educates us on how many of the social impact investments available on the market right now are actually outperforming traditional investments, and identifies several funds that are worth investigating. Heidi also explains where supporting Benefit Corporations can fit into your portfolio, and how to choose an investment mix that aligns with your soul purpose.
This is Part 2 of a 2-part series. Check out Part 1 for Heidi's back-story along with valuable insights from Heidi on how to discover your soul purpose and integrate your family and work for greater life happiness.
For more information or to book a free 30-minute discovery call with Heidi, visit: